Electronic Approval System
 
  Approve Request Information
 
  Purpose
 

This page is visible to all users of the eMPro-EASY Application.

This page is used to approve any Requisition request pending with a particular approver. All the users request is forwarded to this page of a particular approver as the request moves on in the Workflow cycle.

This page may be used to limit the amount to be sanctioned which may be equal or less than the amount requested, by an approver.

An approver can also perform the following actions regarding a request such as Approve, Hold & Hold Till, Return, Transfer Request or Reject.
 
  Functionality Provided
 
S.No. Actions Description
1. Attach Attach is used to attach supporting documents for the request.
2. Comments

Comments can be used by an approver to add his personnel comment to a particular request. This  comment gets transferred to the next approvers in the hierarchy.
3. Last Ten Requests

A concerned Approver can use this action to get the List of Last Ten Requests that were originated by a User respectively and were Approved by him/her, and, which involved the same Type of Document.
4. Search

Search is used to search for a particular request. It has various options, that can be used by an user to search for a particular request. It will show all request be it pending, approved, rejected, etc. depending on the search parameter or input supplied.
5. Export It is used to export the current page list to an excel sheet.
6. Print It is used to take print out of the current page.
7. Delete

It is used to delete a particular row from the current page list. An alert appears before performing deletion.
 
  Operational Path
 
Generic Request >> Approve Request 
 
  Logic
 

  1. An Approver selects a pending request and depending on the request made, an Approver Approve, Hold, Reject, Transfer or Return a request. The Keyword is entered to ease the search for a particular request in future.

  2. The Approve action lets the request to be forwarded to another Approver, if any, in the Workflow hierarchy. On getting the final approval from the last Approver based on the Workflow hierarchy, the request visible in the Request in Workflow section in the requisition list of the originator gets updated and moves to the My Approved Request section of the Originator.

  3. An Approver should input the approved value in case of Value Based document before approving the request.

  4. The Hold action makes the request to be on hold till the Date mentioned by an Approver. As the Hold date expires the request is put on un-hold and a message is sent to the approver for a pending request with the approver.

  5. The Return action makes the request to be returned to the Request Originator in case of main window and On the other side The Return action makes the request to be returned  to those Approvers or originator itself  depends on the Approver to whom Request is pending. A Return dialog page is opened and approver can choose previous Workflow approvers as defined in list only in case of Pop-up window. The entire previous Workflow Approvers list as  defined by the Originator is cancelled in case of main window. The Originator has to modify the request and add a new list of Approvers. The Originator  can further re-submit the reviewed request to the Workflow.

  6. However an ERP based document cannot be returned, but other Request actions can be performed by an approver.

  7. The Reject action permanently rejects an Originator request.

  8. The Transfer action is used to add another approver for a pending request. The approver transferring a request appears next to  the user to whom the request was transferred. For this an approver has to first select a Site and then transfer the request to another user registered with the Site. The request Transferred to another user can only be approved, by that respective user.

  9. The comment is sent to the next approver in the Workflow for the pending request.On clicking a request in the Requisition title a new page named Requisition Details page gets displayed containing the complete detail of the pending request. This Requisition Details page has a further added functionality Request for more Info which allows the approver to request for more information regarding a pending request.

  10. An Approver may select any number of users from the Request To field and a mail is sent to the selected users demanding for more information regarding the respective pending request. Only the names of the Creator and the previous Approvers defined in the Workflow of a respective request is available for selection in the Request To field.
 
  Screen Layout
 
Screen 1 :- This screen shows all the pending request with the approver.
 
 
Screen 2 :-

This screen is used to make a request by an approver, for more information regarding a particular pending request.
 
 
Screen 3 :- This screen opens up when Attach action is taken. This is used to attach a secondary document along with the primary document.
 
 
Screen 4 :- This screen is used to put comments by the approver regarding a request.
 
 
Screen 5 :- This screen is used to see the previous ten requests generated by a user using the same primary document.
 
 
Screen 6 :-

This screen is used to search for all request generated related to the search parameter or input supplied in the respective fields. Any number of fields can be used in the search page to search for a request.
 
 
Screen 7 :-

This screen gets displayed when Approvers link in Status field of the above screen is used. This screen displays the current status with the approvers information for the respective request.
 
 
Screen 8 :-

This screen gets displayed when the link in the Requisition No. field of screen 6 is used. It displays the complete information regarding a request.
 
 
  Input Item Check
 
S. No.             Name                            Description
1. Checkbox 

This is used to select a request for the Request approval process. Multiple requests can be selected for a common Request action.
2. Site

The site name provides information about the site from which the request originated. 
3. Requisition Title

The Requisition title is the title or name given to the request forwarded.
4. Requested By

Requested by contains name of the user for which the request was created.  
5. Document Title

Document title contains name of the Primary document attached with the request. 
6. Requested Value

The Requested value contains the amount requested by the originator.
7. Approved Value

The Approved Value is used to input the amount being approved by the respective approver. 
8. Keyword

Keyword can be used to identify or search for a particular request.
9. Created By

Created By provides the name of the creator or Sub-Administrator who created the request on behalf of the original request maker.
10. Created On

Created On provides the date on which a particular request was created by the creator. 
11. Next Approver

Next Approver field contains the name of the next Approver to whom the request will be forwarded based on the Workflow.
12. Requisition No.

The Requisition number is the unique number generated randomly to identify a request. 
13 Action
There are three actions provided Attach, Comments and Last Ten Requests.
(i) Attach is used to attach supporting documents for the request.
(ii)

Comments can be used by an approver to add his personnel comment on a particular request. This comment gets transferred to the next approvers in the hierarchy.
(iii)

A concerned Approver can use this action to get the List of Last Ten Requests that were originated by a User respectively and were Approved by him/her, and, which involved the same Type of Document.
 
 
 
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